M and A
5 January 2022

Deals Of The Day: The Latest In Wealth Management M&A – One Four Nine Group

The latest transactions in the wealth management industry around the world. ...

People Moves
5 January 2022

Lombard Odier Promotes Global EAM Chief To Limited Partner

This news organisation spoke slightly more than a year ago to Pellet, and others, about...

People Moves
4 January 2022

Who's Moving Where In Wealth Management? - Redington, Valour

The latest moves in wealth management from across Europe and the UK. ...

M and A
4 January 2022

Julius Baer Agrees To Spin Off Zurich-Based Wealth House

The management of the Zurich-based wealth management firm is detaching itself from Julius Baer...

M and A
4 January 2022

HSBC Takes Complete Ownership Of Life Insurance Group

The move fits in with HSBC's wider development of its wealth management proposition in Asia, a...

Statistics
4 January 2022

Central Banks' Hawkish Shift, Omicron Hit Global Investor Mood

The new virus variant and growing realisation that the era of ultra-low interest rates may be...

People Moves
4 January 2022

Summary Of Executive Moves In Global Wealth Management – November 2021

A number of senior figures moved and and were appointed. Among the most eye-catching changes was...

Philanthropy
4 January 2022

WEALTH TALK: Focus On Philanthropy

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Compliance
3 January 2022

Compliance Corner: Mauritius, European Union

The latest compliance news: regulatory developments, punishments, guidance, permissions and new...

M and A
3 January 2022

S&P Global, IHS Markit Spin Off Businesses, Prepare Merger

The firms provide much of the data, analytics and research that is used by the wealth management...